Effective Date: 1/1/2025
Last Updated: 5/30/2025
1. Information We Collect
We may collect the following information:
Personal Information
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- Full name, email address, phone number, and mailing address
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- Tax-related details (e.g., income, expenses, business information)
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- Documents you upload (e.g., W-2, 1099, ID copies)
Automatically Collected Data
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- Website usage data via cookies and analytics tools (e.g., Google Analytics)
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- IP address
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- Browser type
2. How We Use Your Information
We use your information to:
Provide tax preparation, planning, and business advisory services
Communicate with you regarding your account or inquiries
Improve website performance and user experience
Fulfill legal obligations, including those under the Gramm-Leach-Bliley Act (GLBA)
3. How We Share Your Information
We do not sell or rent your personal data. We may share your information with:
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- Trusted service providers (e.g., email platforms, appointment scheduling tools)
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- Government authorities when legally required
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- Advisors such as attorneys or tax professionals, with your consent
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
4. Data Storage and Security
We use reasonable administrative, technical, and physical safeguards to protect your information. Sensitive tax-related data is stored securely. However, no online transmission or storage is 100% secure.
5. Client Document Uploads
Currently, we do not collect documents directly via the website. We may introduce secure upload options in the future, and this policy will be updated accordingly. For now, please send documents by secure email or via an agreed-upon method.
6. Your Choices
You may:
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- Request to access or delete your personal data
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- Opt out of marketing communications
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- Decline cookies (via browser settings)
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- 7. Compliance with GLBA
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- As a financial services provider, CleverTax is committed to compliance with the Gramm-Leach-Bliley Act (GLBA) regarding safeguarding client data and respecting your financial privacy.
7. Compliance with GLBA
As a financial services provider, CleverTax is committed to compliance with the Gramm-Leach-Bliley Act (GLBA) regarding safeguarding client data and respecting your financial privacy.
8. Children’s Privacy
Our website and services are not intended for individuals under the age of 13. We do not knowingly collect data from children.
9. Updates to This Policy
We may update this Privacy Policy from time to time. The revised version will be posted with an updated effective date.
10. Contact Us
If you have questions about this Privacy Policy, please contact us at:
📍 Based in Illinois — Serving All 50 States
📧 [email protected]
📞 (331) 244 5547